SharePoint 2010 for Project Management

Code: 2559

3 days

List Tuition : $1,995.00 USD

Course Overview

    Download PDF 

With all the expertise, expensive certifications, and big talk on project management in the field today, more than 50 percent of projects still fail. Why is that? Often there is a lack of communication between all the stakeholders. Who's on first? What's on second? And no one is on the same page with the project lead.

More and more successful project managers are utilizing SharePoint 2010 to drive their projects and operational initiatives. SharePoint 2010 allows teams to have a specified location for information on a particular project. This allows project managers to drive what they need from each player with ease and keep everyone on the same page.

This hands-on, lab-driven course will guide managers through the process of using SharePoint 2010 to drive their projects, improve efficiency, and increase the likelihood of project success. Build your Project Management Information System, develop your SharePoint project site, build document management and libraries, integrate Microsoft Office software, build SharePoint Workflows, and archive your project after it is completed. Add the necessary tools to your project management knowledge and make every project more successful.

Project managers, business analysts, operation managers, team leads, product managers, SharePoint power users, marketing managers, IT managers, data analysts, PMO managers/directors

  • Enterprise-class project management with SharePoint
  • Real-world configurations and customized project sites
  • How to make SharePoint your ultimate PMIS
  • Running tight version control using SharePoint tools
  • Workflow and process automation, calendars, and Gantt charts
  • Integrate project work and Microsoft Office and Project 2010
  • Reporting with SharePoint's Excel Services
  • Forecasts, KPIs, and business intelligence (BI)
  • New BI features for informative reporting and digitaldashboards
  • Content management for easy web site creation
  • Use new real-time collaborative technologies in SharePoint and Office2010
  • Design 'tell-all' dashboards for complete view of projects
  • Use SharePoint BI features to graphically display project data

1. SharePoint as a Project Management Information System

  • What is a PMIS?
  • Why SharePoint?
  • SharePoint's Collaboration Features

2. Creating a PMIS System

  • Creating the SharePoint PMIS
    • Presenting a project management methodology
    • Identifying relevant organizational processes
    • Setting up sites with new and existing templates
    • Configuring basic PMIS features
    • Performing initial site administrative tasks
  • Managing Users and Permissions
    • Defining an organizational structure
    • Determining project stakeholders and communications requirements
    • Building a communication plan
    • Assigning site memberships
  • Customizing the PMIS Structure
    • Planning the information architecture
    • Classifying content
    • Generating custom lists for the PMIS
      • Issue lists
      • Contacts
      • Calendars
      • Project tracking
      • Custom lists
    • Supporting multiple document types
  • Publishing a Microsoft Project Schedule to SharePoint

3. Enabling Team Collaboration with SharePoint

  • Challenges Facing Collaborative Efforts
    • Real-time collaboration
    • Collaboration with remote users
    • Support for offline collaboration
    • Performing a needs assessment
    • Selecting and designing the appropriate solution
  • Implementing SharePoint's Collaboration Features
    • Content management features
      • Enabling version control
      • Document check-in/check-out
      • Content approval
    • Polling the team with surveys
    • Discussion forums
    • Utilizing wikis
    • Document workspaces

4. Tracking Projects with SharePoint

  • Monitoring the Project
    • Establishing project tracking guidelines
    • Documenting a risk management process
    • Keeping up-to-date with automated alerts and RSS
  • Tracking Project Progress
    • Assigning project tasks with the project task list
    • Updating the issues list
    • Locating specific project information with search
  • Dealing with Deviations
    • Determining change control procedures
    • The three-state workflow
    • Re-evaluating the project schedule

5. Working with Business Intelligence

  • Distributing Project Status to Stakeholders
    • Forecasting with key performance indicators (KPIs)
    • Filtering project information with custom views
  • Creating Management Dashboards with SharePoint Web Parts
  • Working with Microsoft Excel Spreadsheets
    • Importing data from Excel spreadsheets
    • Exporting data to an Excel spreadsheet

6. Establishing Processes and Standards with SharePoint

  • Business Process Management
    • Optimize processes and services with SharePoint
    • Automate processes and services with SharePoint

7. Managing Meetings with Meeting Workspaces

  • Meeting Workspaces and Their Components
    • Meeting agendas
    • Documents
    • Action items
    • Schedules
    • Contacts and stakeholders
  • Integrating Microsoft Outlook with SharePoint

8. Working with Microsoft Access

  • Why Microsoft Access?
  • Converting and Publishing E
  • Microsoft Certified Trainers
  • Microsoft Official Course Material
  • Exam Voucher(s) Included with Class
  • Exam Pass Guarantee: Unlimited Retakes Until You Pass the Exam
  • Work in virtual labs that provide real-world experience
  • For Virtual Classes Learn at your own pace from your home, office, or any place that has an Internet connection
  • Repeat part or all of the class at no additional cost, often for up to a year
  • Work in virtual labs that provide real-world experience
  • Certification of Completion at the End of Class
  • Water, Soda, and Snacks Provided in Class
  • Time intensive accelerated training for teams with budget and time
  • Access to practice labs after the class

Request a Discounted Quote

Bring Training to You

Request schedule for this course

Request a Quote for this Class

We provide government and government contractor discounts, please request a quote


total option: 0

Hotel and Travel can be included on your quote.
For immediate response, you can call 1-855-515-2170 or we will provide a quote within 4 business hours. Travel must be booked 14 days before training for rate to apply.

Learn How to Become a Managed Learning Member

Request a Quote

Thank you for requesting a quote, we will be in touch shortly with a quote. If you need immediate assistance, please call 855-515-2170.

Request Other Date

Request date or location you need

Don’t see the date or location you need? Contact us and let us know, we are adding dates and locations daily.